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Pension Exemption Latest

Published on 13 May 2014 | Took place at Online , WA

The operation of the pension exemption within superannuation has had a tumultuous history in recent times. ATO guidance, lobbying from industry and a change in the law has providing a complex landscape for practitioners to navigate. This event outlined:

  • the final ruling released by the ATO with respect to pensions commencing and ceasing (TR 2013/5) and what it actually means to your clients
  • the new law with respect to the application of the pension exemption to benefits upon the passing of a member
  • other issues to consider when applying the pension exemption and reviewing client strategies.

Individual sessions

Pension exemption latest

Author(s):  Jemma SANDERSON

This presentation covers:

  • ECPI and the New Law
  • TR 2013/5 and what it actually means for your clients
  • other issues to consider.
Materials from this session: